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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
QL
1301
Quarry LP
New York
$167K +$108K +577 +178%
DE
1302
DV Equities
Illinois
$164K +$165K +883 New
OCM
1303
Osterweis Capital Management
California
$156K
SWM
1304
Spire Wealth Management
Virginia
$154K -$1.53M -8,170 -91%
QC
1305
Quent Capital
New York
$154K +$38.3K +205 +33%
SI
1306
Sava Infond
Slovenia
$148K
CFG
1307
Clayton Financial Group
Missouri
$147K
CTC
1308
Central Trust Company
Missouri
$144K -$104K -557 -42%
PPC
1309
Park Place Capital
Alabama
$138K +$27.7K +148 +25%
SSG
1310
Summit Securities Group
New York
$135K -$22.2K -119 -14%
EI
1311
eCIO Inc
Wisconsin
$134K +$135K +724 New
IBOK
1312
Independence Bank of Kentucky
Kentucky
$134K -$14K -75 -9%
Cohen & Steers
1313
Cohen & Steers
New York
$130K
LC
1314
Lavaca Capital
Texas
$130K
PCFFS
1315
Pacific Center for Financial Services
California
$124K
HWA
1316
HHM Wealth Advisors
Tennessee
$124K -$62.4K -334 -33%
BW
1317
Basepoint Wealth
Iowa
$116K +$116K +622 New
MHR
1318
Matthew Hamilton Rosenberg
$113K
TFIPS
1319
Towarzystwo Funduszy Inwestycyjnych PZU SA
$113K
WTA
1320
Washington Trust Advisors
Massachusetts
$111K +$1.68K +9 +2%
CT
1321
Clearstead Trust
Maine
$110K -$46.2K -247 -29%
BGAI
1322
Bruce G. Allen Investments
Colorado
$108K -$29.2K -156 -21%
LSA
1323
Leonteq Securities AG
Switzerland
$108K -$468K -2,506 -81%
USB
1324
Union Savings Bank
Connecticut
$106K +$106K +569 New
RFG
1325
REAP Financial Group
Texas
$105K +$16.8K +90 +19%